Make the right first impression.

The individuals you want to reach expect more than a mass market approach. They are looking for relevance, customization, and attention to their situation. If you present only a generic offering, they'll assume you offer only generic services. Demonstrate your professionalism and attention to the clients you represent with polished materials targeted to your audience.

The Prospecting Toolkit™

WHAT YOU GET

  • PROPRIETARY FOLDER
  • BROCHURE (8 PG)
  • BIOGRAPHY CARD
  • NOTE CARD
  • IDENTITY DESIGN
  • STATIONERY SET

KEY FEATURES

  • The proprietary folder is made from our patented design. The unique shape and configuration enables your introductory material to stand out physically, while conveying professionalism within a premium deliverable.
  • With original copy, photography and imagery, the brochure showcases the 3 most essential elements of your brand: your Strategic Significance, Selective Services and Unique POS Approach. This helps prospects to see the relevance in your approach and to understand what makes you different and better than the average advisory.
  • The bio card shines a spotlight on your (or your team's) professional history and accreditations, so that your audience can begin seeing you as an expert or specialist in your field.
  • The note card allows you to bridge the introduction with a hand-written message. This shows each new opportunity that you are reaching out personally to initiate a relationship.
  • Your logo is incorporated into your toolkit to project professionalism, as well as establish a 3-point contact with your brand at first glance.
  • Each item in your stationery set is incorporated into your toolkit in order to serve a practical purpose, while reinforcing your brand.
  • PROPRIETARY FOLDER

    KEY FEATURES

    The proprietary folder is made from our patented design. The unique shape and configuration enables your introductory material to stand out physically, while conveying professionalism within a premium deliverable.

  • BROCHURE (8 PG)

    KEY FEATURES

    With original copy, photography and imagery, the brochure showcases the 3 most essential elements of your brand: your Strategic Significance, Selective Services and Unique POS Approach. This helps prospects to see the relevance in your approach and to understand what makes you different and better than the average advisory.

  • BIOGRAPHY CARD

    KEY FEATURES

    The bio card shines a spotlight on your (or your team's) professional history and accreditations, so that your audience can begin seeing you as an expert or specialist in your field.

  • NOTE CARD

    KEY FEATURES

    The note card allows you to bridge the introduction with a hand-written message. This shows each new opportunity that you are reaching out personally to initiate a relationship.

  • IDENTITY DESIGN

    KEY FEATURES

    Your logo is incorporated into your toolkit to project professionalism, as well as establish a 3-point contact with your brand at first glance.

  • STATIONERY SET

    KEY FEATURES

    Each item in your stationery set is incorporated into your toolkit in order to serve a practical purpose, while reinforcing your brand.

When opportunity knocks - how do you answer?

When prospects have little to inform their decision, it becomes vitally important to make your unique value proposition visible and to be seen as a better choice. We develop answers to the questions potential clients want to know and apply them across multiple introductory touch points to create a relevant and personal introduction.

The Prospecting Toolkit™ conveys your expertise, specialization and industry knowledge, with the following additional benefits:

Creates distinction

Creates distinction

Affirms credibility

Affirms credibility

Articulates the need-value relationship

Articulates the need-value relationship

Focuses your message

Focuses your message

Acquires permission from the prospect

Acquires permission from the prospect

Positions you as the right choice

Positions you as the right choice

Develops loyalty

Develops loyalty

Give them something that reflects your professionalism.

The Prospecting Toolkit™ contains all the pieces you need to answer the question 'Why should I work with you?' and to create the right first impression.

What you can expect

What our specialties are

Branding exercises and consultation
Branding exercises and consultation:

Project binder includes the Brand Identifier exercise to define individual brand direction, marketing plan and highlight the three main components of each toolkit.

Identifying Value
Identifying Value:

Our outline that defines and allows the advisor to answer 'why should a new client chose you as their financial advisor'. We position them around their unique attributes, specialized service and expertise.

Strategic Significance
Strategic Significance:

Defining value and packaging it with relevant positioning towards the natural market for heighten prospecting. This will allow advisor to better present their value to new opportunities, COI's and existing clients.

Selective Services
Selective Services:

Support team and advisor work towards a select list of services to reinforce and support their targeted message which is centred around a natural market.

Unique POS Approach
Unique POS Approach:

We outline the advisors client process to convey how to become a client and facilitate how the early on-boarding and engagement process works.

One-to-One brand consultation
One-to-One brand consultation:

We work alongside the advisor to discuss and review brand direction and messaging. We create individual specific content.

Get a sample of the Prospecting Toolkit™.

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